2024-2025 Rising Star Honorees

Meet the 2024-2025 Rising Stars

Bios may have been edited for length and clarity and are provided by the respective firm of the honoree.

Aegon Asset Management

River Dunne

"River, with over five years at Aegon Asset Management, began as an intern and grew into a key player in our Real Assets platform. He champions internships, supporting diverse talents and valuing their perspectives. The Rising Star program will enhance River's impact and development at our organization."

Allspring Global Investments

Xiomary Sanchez Rodriguez

"Xiomary enthusiastically contributes to our Allspring Hispanic/Latino Connect Group, embodying our values through community organizing and volunteering in Milwaukee. She leads initiatives like the Milwaukee Diaper Mission and elevates our Hispanic/Latino presence, enriching our office with cultural activities and a cookbook. Xiomary's dedication to DE&I, community focus, and leadership make her an invaluable asset to our firm."

American Century Investments

Jessica Gonzalez-Smith

"Jessica excels in leading cross-functional teams to innovate critical technology platforms at American Century Investments. Her inclusive leadership and focus on user needs empower colleagues and exceed expectations. Active in Volunteer with Impact and Purpose, she organizes community service projects, demonstrating her commitment to positive impact."

Amundi US

Maud Schmitt

"Maud, an Investment Associate at Amundi US, advises on US equity portfolios using ESG criteria for alpha generation. Her Rising Star nomination reflects global experience, multilingual skills, and leadership ambitions in asset management. A Columbia University MPA and Concordia University B.Com graduate, Maud aims to enhance her skills through the Rising Star program for industry success."

Aon Investments, USA Inc.

Rohan Kumar

"Rohan, an Investment Consultant at Aon Investments USA Inc., serves institutional clients like pensions and endowments. He manages advisory and discretionary mandates and plays a crucial role in analyst pool recruitment, training, and development. Rohan stands out for streamlining manager analytics and participating in a retirement income solutions apprenticeship. With four years of experience and a B.S. in Business Administration, he is known for his inclusive nature and strong relationships, positioning him as an emerging leader at Aon and in the industry."

AXA Investment Managers US

Mounir Oularbi

"Mounir excels as a Compliance Officer at AXA IM, leveraging his sales and marketing acumen to transition to the compliance team in France and later in the US. His attention to detail, organizational skills, and proactive approach make him a Rising Star. Mounir undertakes additional responsibilities eagerly, actively engages in AXA's DEI initiatives, and fosters trust and collaboration across international teams. He is a valuable asset to the AXA IM US compliance team."

BlackRock

Alana Davis

"Alana Davis, VP and Head of Communications for BlackRock's Global DEI team, oversees DEI content and internal programs. With over 2.5 years at BlackRock, she manages DEI public reports, Learning Out Loud series, and collaborates with 17 Employee Networks for heritage month activities. Alana's strong work ethic drives success in DEI and HR initiatives at BlackRock."

BNY

Terrence O'Toole

Terry works on the Taft-Hartley Client Service team within North America Distribution for BNY Investments, managing relationships with institutional clients and consultants in New England and the Midwest. Beyond his primary role, Terry is deeply involved in BNY’s Belonging & Inclusion and E/BRG networks. In 2024, he co-led the global E/BRG mentoring program, supporting over 1,200 employees, including senior executives and interns. Terry holds degrees from Cornell University and the London School of Economics and serves on the boards of the New England Impact Investing Initiative and the New Commonwealth Fund.

Broadridge Financial

Colleen Fitzsimmons

"Colleen Fitzsimons has driven Broadridge’s strategic initiatives since 2014 as a technical project manager, specializing in ‘next gen’ technology solutions for global financial institutions. She fosters collaboration across teams, mentors, and actively participates in Broadridge affiliate groups. Colleen holds an MBA from Molloy University, a B.S. in Mathematics and Computer Science from St. Joseph’s University, and certifications including PMP, CSM, and Agile Certified Practitioner."

Calamos Investments

Nii Ayi

"Nii has engaged with 30+ funds in diverse strategies from convertibles to global equities and fixed income. His growth mindset, professionalism, and multilingual skills reflect his dedication to DEI values. With two advanced degrees, Nii embodies leadership potential and a commitment to continuous learning."

Capital Group

Hillary Hurst

"Hillary's two-year tenure as Senior Project Analyst showcases remarkable success, underpinned by her deep business acumen, adept risk assessment, and exceptional problem-solving skills. She demonstrates managerial courage by actively engaging in discussions and influencing outcomes with her valuable perspective. Hillary's strategic thinking seamlessly connects events and programs, advocating passionately for the business and its associates during technical conversations and interactions with leaders at all levels."

Cerberus

Cierra Taylor

No bio available.

CFA Institute

Mercy Ngungu

"Mercy exemplifies exceptional qualities, notably her impactful contributions to diversity, equity, and inclusion (DEI) both within and beyond our organization. She actively participates in multiple ERGs and serves on our DEI Council, advocating passionately for inclusive practices and fostering a diverse workplace culture."

Citi

Marissa Crespo

"Marissa Crespo's career at Citi began in the Securities Services Analyst Program and has since ascended to become one of Citi's top-performing sales professionals. In 2023, Marissa was selected as one of 35 Citi representatives to attend the One Young World Social Impact Leadership Summit in Belfast, where global young talent collaborates on solutions for pressing social issues. Marissa also contributes actively to the Nicsa Next-Gen Committee."

Columbia Threadneedle Investments

Nadine Ishimwe

"Nadine excels in data management at Columbia Threadneedle Investments, driving crucial business changes with a proactive focus on continuous improvement. Her collaborative and inclusive approach ensures effective partnership with teams, designing solutions that align with client expectations and enhance efficiency while reducing risks."

Confluence Technologies Inc.

Katherine MacNeil

"Katie embodies service excellence and client advocacy, approaching every interaction with care, empathy, and a drive to exceed expectations. She prioritizes clients' best interests, earning respect from both clients and internal teams. Katie fosters collaboration, sharing insights to elevate team performance. Her exceptional availability and reliability ensure prompt client service, reflecting her dedication and discipline."

Dimensional Fund Advisors

Isabel Haring

"Isabel Haring was nominated by the Women's Inclusion Network (WIN) for her rapid and significant impact. A dedicated member before joining the WIN council, Isabel embraced her role as Communications Chair with enthusiasm. She plays a key role in Women’s History Month and firmwide programming, demonstrating passion, organization, and a thoughtful approach. Isabel's ability to connect initiatives and drive DEI efforts enhances the employee experience, making her a standout nominee."

Edward Jones

Jamie Kauther

"Jamie is a passionate advocate for diversity, equity, and inclusion, serving as a vital legal partner to our DEI team. Her innovative approach and dedication empower colleagues to make meaningful impacts. Jamie's inclusivity ensures all feel valued, seen, and respected, driving initiatives for equitable opportunities and enhancing accessibility and engagement for disabled colleagues and clients."

Brittany Bello

"Brittany, a leader in EY's wealth and asset management consulting team, spearheaded the successful onboarding of a new team spanning multiple countries. She prioritized diversity and inclusivity, fostering a culture of open communication and participation in ERGs. Brittany's inclusive leadership transformed what could have been a challenge into an opportunity, enriching organizational diversity and continuously enhancing the company culture."

Fidelity Investments

Mara Badali

"Mara, has a diverse global and academic background and brings dedicated leadership and commitment to fostering diversity at Fidelity. Her past experiences advocating for workplace equality informs her efforts to support diverse backgrounds at Fidelity. As a mentor, Mara empowers young finance professionals, enriching their journey and enhancing leadership development. She is a strong candidate for the Rising Star program, leveraging her global perspective and advocacy for a diverse workplace."

Franklin Templeton

Deirdre Dimauro

No bio available.

FS Investments

Lexi DiGennaro

"Lexi embodies the essence of a rising star at our organization with her unwavering commitment, collaborative spirit, and proactive approach. Her dedication shines through in meeting deadlines and ensuring high-quality work. Lexi's proactive problem-solving and leadership in supporting colleagues set her apart. We nominate Lexi for the Rising Star program to recognize her contributions, potential for greater achievements, and exceptional character."

HSBC Global Asset Management

Nayali Quezada

"Nayali shows early career leadership by bridging gaps and fostering inclusivity in her network. She mentors newcomers to finance and previously led a Latin ERG. Recognized as our Rising Star in 2024, Nayali exemplifies future industry leadership qualities."

J.P. Morgan Asset Management

Yonas Shiferaw

"Yonas excels as a Client Associate in our North America Institutional business and demonstrates exceptional leadership in our DE&I initiatives. He champions the Emerging Leaders Program, mentors diverse talent, and actively participates in events supporting our diversity groups, embodying true leadership across roles."

MFS Investment Management

Meghan Dowd

"Meghan, a dedicated team member at MFS since 2017, excels in Regulatory Analysis within the Transfer Agent – Risk and Regulatory area. Her strong work ethic and client commitment have driven rapid advancement. Actively engaged in MFS' DEI initiatives as a member of Mosaic, Pride, and Women Everywhere ERGs, Meghan fosters inclusivity while achieving professional success, qualifying her for the Rising Star program."

Nationwide Financial

Waldo Torres

"Waldo is a key member of our Manager Selection team, possessing strong investment acumen, passion for the industry, and team orientation. He pairs his diligent research process with a customer-oriented mindset to provide a full picture of the investment opportunity."

Northern Trust

Yessica Arguello Avila

"Yessica consistently earns praise from her team, peers, and clients for her positive attitude and leadership. She effectively coordinates global discussions, prioritizes joint projects, and confidently handles challenges. Yessica prioritizes mentorship and knowledge sharing, preparing to expand her leadership role in team succession planning."

Payden & Rygel

Eduardo Pablin

"Eduardo Pablin leads technology-driven marketing advancements, enhancing our strategies with innovative digital tools. His proactive approach has markedly improved outreach to our target audience. Additionally, Eduardo oversees our Cristo Rey high school internship program, expanding it with mentorship initiatives that empower aspiring talents. His dedication to nurturing young professionals enriches both the program and students' career readiness."

Polen Capital Management

Andrew Marceau

"Andrew Marceau, Senior People Operations Associate at Polen Capital Management, is a standout candidate for Nicsa's Rising Star Program. Since joining in November 2022, Andrew has demonstrated an agile mindset, strong work ethic, and proactive learning approach. He adeptly handles evolving responsibilities, masters new technologies, mentors others, and manages dynamic priorities amidst the firm's growth. Andrew's commitment to diversity, equity, and inclusion is reflected in his leadership within Polen's Pride ERG and management of diversity reporting."

Russell Investments

Stacy Joseph

"Stacy is a versatile individual who seeks advice, fosters collaboration, and upholds Russell Investments' values, particularly integrity. She values learning from others' experiences to promote a supportive environment."

Schroders

Mindy Lau

"Mindy's inspirational contribution to Schroders' inclusive culture is remarkable. She founded the East Asian Society for North America, champions collaboration between ERGs, and led impactful events for Heart of Dinner and Ronald McDonald House. As a Mental Health First Aider, she supports early intervention and provides valuable assistance."

SS&C Technologies

Nicole Floistad

"Nicole has 5 years in the Mutual Fund Industry and is an active member of our DEI committee, showing leadership among peers. She creates inclusive environments, volunteers for challenges, and has built a wide network at SS&C. Flourishing under mentorship, Nicole is an active learner and a true rising star."

State Street

Jacqueline Chacon

"Jackie Chacon is a tremendous asset to State Street, driving the Events Sponsorship program under the Corporate Citizenship team. She has enhanced efficiency and nonprofit partner experiences, aligned the program with DEI efforts, and strengthened community relationships. As chair of LAPG's Culture & Communication committee, she provides global development opportunities."

Thrivent Financial

Sofia Fuentes

"Sofia has shown diverse leadership skills driving impactful events for Thrivent’s Young Professionals Network. She builds effective teams, fosters engagement, drives accountability, establishes communication for the Leadership Competencies Series, and leads with expertise, adaptability, and critical thinking."